2026년 2월 10일 · Unknown · financial · 출처 Uk
TSMC (2330.TW)
Shares in TSMC (2330.TW), the world's largest contract chipmaker, popped 3.6% on Tuesday following the release of its latest sales figures.
TSMC posted net revenue of TWD 401.26 billion (£9.3bn) for January, up nearly 20% from TWD 335 billion in December and nearly 37% higher than the TWD 293.3 billion reported for the same month last year.
Matt Britzman, senior equity analyst at Hargreaves Lansdown, said: "TSMC’s January sales figures were strikingly strong, pointing to accelerating momentum in the AI hardware buildout and offering a clear positive read-across for Nvidia (NVDA).
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He said that revenue was well above seasonal norms, with first-quarter sales now tracking ahead of market expectations.
"That strength is consistent with robust demand for AI servers and faster build rates, reinforcing confidence in Nvidia’s near-term outlook ahead of its late‑February results," Britzman said. "Set against already eye-catching capital spending plans from mega-cap technology firms, there’s no shortage of evidence that Nvidia’s earnings trajectory remains exceptionally strong."
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Oracle (ORCL)
Another tech company in the spotlight on Tuesday was Oracle (ORCL), after share jumped 9.6% in the previous session, on the back of an analyst rating upgrade.
Oracle shares were up a further 1.7% in pre-market trading on Tuesday morning, after DA Davidson upgraded its rating on the stock to "buy" from "neutral".
DA Davidson head of technology research Gil Luria told Yahoo Finance on Monday: "Oracle went from trading at $345 on 11 September, which was a 45 times earnings multiple to $143 as of Friday, which is an 18 times earnings multiple.
"So, what the market did is say, not only are we not going to give you ... the credit for Oracle Cloud and the OpenAI business, we're going to actually ding you," he said. "We're going to penalise you for having a relationship with OpenAI and we think that's taking it too far."
Luria highlighted that Oracle is the public company most closely tied to OpenAI and should, therefore, perform if OpenAI does well.
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AstraZeneca (AZN.L)
On the UK's FTSE 100 (^FTSE), AstraZeneca (AZN.L) shares were up 1.5% on Tuesday morning, after the drugmaker delivered a strong end to the year.
AstraZeneca reported 2% growth in total revenue to $15.5bn (£11.34bn) in the fourth quarter and an 8% increase over the year to $58.7bn.
Core earnings per share (EPS) came in at $2.12 for the final three months of the year, which was 2% lower than a year ago. For the year, core earnings per share (EPS) came in at $9.16, which was 11% higher than 2024.
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Looking ahead, AstraZeneca said it expected total revenue to increase by a mid-to-high single-digit percentage, on a constant exchange rates basis, in 2026. Core EPS, meanwhile, was forecast to rise by by a low double-digit percentage.
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Sheena Berry, healthcare analyst at Quilter Cheviot, said: "AstraZeneca has delivered another solid quarter, with product revenue up 8% and full year product sales growing 10%, underpinned by continued strength in its oncology portfolio. Flagship medicines such as Imfinzi, Tagrisso and Enhertu remain key growth drivers, demonstrating the company’s ability to extract sustained value from its leading cancer franchise."
"While earnings were slightly below consensus expectations, this was largely attributable to a one-off royalty buyout, which does little to detract from the underlying operational performance," she said. "Investment into the pipeline remains a priority, with R&D spend rising as recruitment across clinical trials accelerates."
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Kering (KER.PA)
On the Paris bourse, shares in luxury group Kering (KER.PA) surged more than 11% after its results were better than expected.
Kering reported revenue of €14.68bn (£12.8bn) for the year, which was down 10% on a comparable basis. Revenue for the fourth quarter came in at €3.9bn, which was 3% lower than the same period a year earlier.
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In a note on Tuesday morning, Barclays (BARC.L) analysts, which have an "underweight" rating on the stock, said that fourth-quarter revenue came out 2% above consensus.
They said that Kering's full-year earnings before interest and tax of €1.6bn was also above consensus.
"The key brand Gucci also beat in the quarter, declining -10% vs [consensus] at -11%," the analysts said. "When it comes to the outlook, the key message was that Kering expects to return to growth and improve margins this year."
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Tui (TUI1.DE)
In Germany, shares in travel company Tui (TUI1.DE) slid more than 7%, despite reporting strong first quarter results.
Revenue for first quarter came in at €4.9bn, which was 1.3% higher on a constant exchange rates basis. Underlying operating profit rose to €77.1m, up from €50.9m for the same period a year ago.
Aarin Chiekrie, equity analyst at Hargreaves Lansdown, said: "Consumers continue to prioritise travel, which has seen Tui’s occupancy rates rise despite its fleet expansion.
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"All other business segments saw profitability improve over the period, except Hotels & Resorts, which suffered a double-digit decline due to losses resulting from the Jamaican hurricane, and t…